How To Use Docusign In Outlook

Word outlook sharepoint dynamics 365 and flow as well as the docusign app for windows.

How to use docusign in outlook. But docusign is a not program where you can digitally attach your signature to anything on your computer that s just not how it works. Automatically save copies of completed documents to onedrive for business for easy access. Click add and confirm that you would like to install the application by clicking yes when prompted. Just upload the desired documents and docusign for outlook pre populates signers from your email message. After you have confirmed the application installation a success screen appears.

You can also select privacy settings to adjust the information you share with other docusign users. In order to use your signature for anything the documents needs to come through docusign. In the docusign ribbon bar group click more and select manage identity. Then use docusign to drag and drop tags onto the document to gather signatures and other information from your recipients and click send. In partnership with microsoft docusign esignature is everywhere you want it to be within the world of microsoft applications.

Let s explore a few of the docusign for outlook features. Yes you access the docusign envelope usually through an outlook email. You can open sign and send in minutes. The docusign manage identity page appears. Initiate the signing process by specifying the recipients and tagging the document using docusign directly from the app.

Microsoft is a long time docusign customer using docusign esignature in more than 300 use cases around the world. Follow these steps to install docusign for outlook. Complete transactions straight from outlook. Easily access docusign from the outlook ribbon sign email attachments using docusign directly from your outlook inbox return signed attachments to the original sender with just a few clicks login with an existing docusign account office 365 credentials or a microsoft account. Securely and legally sign or obtain signatures without ever leaving your.

Access docusign from the outlook apps toolbar by logging into your existing docusign account or create a new one using your existing office 365 credentials. The outlook app gives you access to docusign right from from the toolbar.